Resource Planning

Strategically build the skills of less-experienced workers and retain the skilled ones you already have with easy-to-manage certification and skill set tracking. Simplify the way you schedule, forecast, communicate, and collaborate with your people using cloud-based tools that eliminate whiteboards and spreadsheets. Maintain an undeniable advantage to stay on schedule and budget with technology that helps you identify the right people for the right job at the right time.

Replace time-wasting calls, emails, meetings, and spreadsheets with digital labor scheduling.
Simplify office and field communications with a single source of truth.
Break down data silos with easily accessible people and project information.
Get a full understanding of your most important asset—your people.
Confidently make informed decisions about your projects and people.
Gain insight into how each job aligns with each plan.

Popular Tutorials (view all)

Top FAQ (view all)

Quick Links

Prepare Data for Import to the Resource Planning Tool

Create a Resource Assignment

Create a Resource Request

Manage Alerts

Manage Messages

Manage People

Manage Projects

Manage Time Off

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Workforce Assignment

Create a Workforce Request

Manage People

Prepare Data for Import to the Workforce Planning Tool

Manage Projects

Manage Time Off

Resource Planning

Permissions

| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

Users can take the action with this permission level set in the company's Permissions tool.

Users can take the action with this permission level set in the company's Permissions tool AND one or more granular permissions set in the Resource Planning tool.

See What granular permissions are available for the company's Resource Planning tool?

Important

In Resource Planning, additional permissions templates allow you to take specific actions within the Workforce Planning tool.
- There are four standard permissions templates in Resource Planning. You can use or edit these permission templates, or create your own based on the tool's available granular permissions.
- The 'Admin' permissions template has all granular permissions enabled. Users assigned that permissions template can take all actions in the Resource Planning tool.
This matrix shows which granular permissions need to be selected to take the action. Sometimes additional granular permissions that are also needed to perform the action are automatically applied.

Resource Planning Tutorials Action	Read Only	Standard	Admin	Notes
Add Attachments for People in Resource Planning Web	Edit People Attachments	Edit People Attachments	Edit People Attachments	When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool: 'Admin' level permissions. 'Read Only' level permissions or higher with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permissions.
Add Attachments for Projects in Resource Planning Web	Edit Project Attachments	Edit Project Attachments	Edit Project Attachments	When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool: 'Admin' level permissions. 'Read Only' level permissions or higher with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permissions.
Add People to Resource Planning Web	Create People	Create People	Create People	When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool: 'Admin' level permissions. 'Read Only' level permissions or higher with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permissions.
Add or Edit Sensitive Custom Fields for People in Resource Planning Web	Edit People Details AND Edit People Sensitive Fields	Edit People Details AND Edit People Sensitive Fields	Edit People Details AND Edit People Sensitive Fields	When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool: 'Admin' level permissions. 'Read Only' level permissions or higher with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permissions.
Add or Edit Tags for People Web	Edit People Tags	Edit People Tags	Edit People Tags	When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool: 'Admin' level permissions. 'Read Only' level permissions or higher with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permissions.
Add or Edit Tags for Projects in Resource Planning Web	Edit Project Tags	Edit Project Tags	Edit Project Tags
Add Wage Overrides in Resource Planning Web	Edit Project Wage Overrides	Edit Project Wage Overrides	Edit Project Wage Overrides
Assign Project Roles for Resource Planning Web	Edit Project Roles	Edit Project Roles	Edit Project Roles
Bulk Delete Resource Assignments Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Bulk Delete Any Resource Requests Web	Edit/Delete Others Requests	Edit/Delete Others Requests	Edit/Delete Others Requests
Bulk Delete Resource Requests You Created Web	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests
Bulk Edit Resource Assignments Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Bulk Edit Any Resource Request Web	Edit/Delete Others Requests	Edit/Delete Others Requests	Edit/Delete Others Requests
Bulk Edit Resource Requests You Created Web	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests
Change a User's Permission Template in Resource Planning Web	Allow Exporting Data	Allow Exporting Data	Allow Exporting Data	When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool: 'Admin' level permissions. 'Read Only' level permissions or higher with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permissions.
Configure Assignment and Request Statuses for Resource Planning Web	Edit Status Settings	Edit Status Settings	Edit Status Settings
Configure Company Details in Resource Planning Web	Edit Company Settings	Edit Company Settings	Edit Company Settings
Configure Costing in Resource Planning Web	Edit Costing Settings	Edit Costing Settings	Edit Costing Settings
Configure Custom Fields for Resource Planning Web	Edit Custom Field Settings	Edit Custom Field Settings	Edit Custom Field Settings
Configure Default Assignment Alerts for Resource Planning Web	Create/ Edit/ Delete Alerts	Create/ Edit/ Delete Alerts	Create/ Edit/ Delete Alerts
Configure Groups for Resource Planning Web	Edit Group Settings	Edit Group Settings	Edit Group Settings
Configure Integration Settings for Resource Planning Web				Users must be assigned the 'Admin' permissions template in Resource Planning.
Configure Job Titles for Resource Planning Web	Edit Job Title Settings	Edit Job Title Settings	Edit Job Title Settings
Configure Notification Profiles for Resource Planning Web	Edit Notifications Settings	Edit Notifications Settings	Edit Notifications Settings
Configure QR Codes for Resource Planning Web	Edit QR Code Settings	Edit QR Code Settings	Edit QR Code Settings
Configure Sensitive Fields for Resource Planning Web	Edit Permission Settings	Edit Permission Settings	Edit Permission Settings
Configure Tags for Resource Planning Web	Edit People Tags	Edit People Tags	Edit People Tags
Configure View for the Projects List Web	View People Time Off	View People Time Off	View People Time Off View People Time Off
Copy Assignments Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Copy Categories Web	Edit Project Categories	Edit Project Categories	Edit Project Categories
Copy Projects Web	Create Projects	Create Projects	Create Projects
Copy Request Created by Others Web	Edit/Delete Others Requests	Edit/Delete Others Requests	Edit/Delete Others Requests
Copy Requests You Created Web	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests
Create Custom Assignment Alerts for Projects Web	Edit Project Custom Alert	Edit Project Custom Alert	Edit Project Custom Alert
Create Labor Plan Web	Edit Project Details	Edit Project Details	Edit Project Details
Create Notes About People in Resource Planning Web	Edit People Notes	Edit People Notes	Edit People Notes
Create Notes About Projects in Resource Planning Web	Edit Project Notes	Edit Project Notes	Edit Project Notes
Create Permissions Templates for Resource Planning Web	Edit Permission Settings	Edit Permission Settings	Edit Permission Settings
Create Project Categories for Resource Planning Web	Edit Project Categories	Edit Project Categories	Edit Project Categories
Create Projects in Resource Planning Web	Create Projects	Create Projects	Create Projects
Create QR Codes for People Web	Edit QR Code Settings	Edit QR Code Settings	Edit QR Code Settings
Create QR Codes for Projects in Resource Planning Web	Edit QR Code Settings	Edit QR Code Settings	Edit QR Code Settings
Create Resource Assignments Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Create Resource Assignments Using Rapid Assign Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Create Resource Requests Web\| iOS	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled.
Create Saved Reports in Resource Planning Web	Allow Exporting Data	Allow Exporting Data	Allow Exporting Data
Create Saved Views for Assignments in Resource Planning Web	View Assignments	View Assignments	View Assignments
Create Saved Views for the People List in Resource Planning Web	View People	View People	View People
Create Saved Views for Requests in Resource Planning Web	View Requests	View Requests	View Requests
Create Saved Views for Time Off in Resource Planning Web	View People Time Off	View People Time Off	View People Time Off
Create Saved Views for the Totals Dashboard in Resource Planning Web	Access to Totals Page	Access to Totals Page	Access to Totals Page
Create Time Off in Resource Planning Web	Edit People Time Off	Edit People Time Off	Edit People Time Off
Deactivate a Project in Resource Planning Web	Edit Project Details	Edit Project Details	Edit Project Details
Deactivate People in Resource Planning Web	Edit People Details	Edit People Details	Edit People Details
Delete Messages for Resource Planning Web
Delete Scheduled Assignment Alerts for Resource Planning Web	Create/ Edit/ Delete Alerts	Create/ Edit/ Delete Alerts	Create/ Edit/ Delete Alerts
Delete Permissions Templates Web	Edit Permission Settings	Edit Permission Settings	Edit Permission Settings
Delete Time Off in Resource Planning Web	Edit People Time Off	Edit People Time Off	Edit People Time Off
Delete a Resource Assignment Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Delete Any Resource Request Web\| iOS	Edit/Delete Others Requests	Edit/Delete Others Requests	Edit/Delete Others Requests	Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled.
Delete a Resource Request You Created Web\| iOS	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled.
Delete People in Resource Planning Web		Delete People	Delete People
Delete a Project in Resource Planning Web	Delete Projects	Delete Projects	Delete Projects
Edit Assignment Alerts for Resource Planning Web	Create/ Edit/ Delete Alerts	Create/ Edit/ Delete Alerts	Create/ Edit/ Delete Alerts
Edit Attachments for People in Resource Planning Web	Edit People Attachments	Edit People Attachments	Edit People Attachments	When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool: 'Admin' level permissions. 'Read Only' level permissions or higher with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permissions.
Edit Attachments for Projects in Resource Planning Web	Edit Project Attachments	Edit Project Attachments	Edit Project Attachments
Edit Messages for Resource Planning Web	Create Messages	Create Messages	Create Messages
Edit or Delete Saved Reports in Resource Planning Web	Allow Exporting Data	Allow Exporting Data	Allow Exporting Data
Edit or Delete Saved Views for Assignments in Resource Planning Web	View Assignments	View Assignments	View Assignments	You can only edit or delete saved views that you created.
Edit or Delete Saved Views for the People List in Resource Planning Web	View People	View People	View People	You can only edit or delete saved views that you created.
Edit or Delete Saved Views for Requests in Resource Planning Web	View Requests	View Requests	View Requests	You can only edit or delete saved views that you created.
Edit or Delete Saved Views for Time Off in Resource Planning Web	View People Time Off	View People Time Off	View People Time Off	You can only edit or delete saved views that you created.
Edit or Delete Saved Views for the Totals Dashboard in Resource Planning Web	Access to Totals Page	Access to Totals Page	Access to Totals Page	You can only edit or delete saved views that you created.
Edit People Resource Planning Information Web	Edit People Details	Edit People Details	Edit People Details	When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool: 'Admin' level permissions. 'Read Only' level permissions or higher with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permissions.
Edit Permissions Templates for Resource Planning Web	Edit Permission Settings	Edit Permission Settings	Edit Permission Settings
Edit Project Details in Resource Planning Web	Edit Project Details	Edit Project Details	Edit Project Details
Edit Time Off in Resource Planning Web	Edit People Time Off	Edit People Time Off	Edit People Time Off
Edit Wage Overrides in Resource Planning Web	Edit Project Wage Overrides	Edit Project Wage Overrides	Edit Project Wage Overrides
Edit a Resource Assignment Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Edit a Resource Request Created by Someone Else Web\| iOS	Edit/Delete Others Requests	Edit/Delete Others Requests	Edit/Delete Others Requests	Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled.
Edit a Resource Request You Created Web\| iOS	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled.
End a Resource Assignment Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Export the Assignment History Report Web	Allow Exporting Data	Allow Exporting Data	Allow Exporting Data
Export the Assignments Gantt Web	Allow Exporting Data AND View Assignments	Allow Exporting Data AND View Assignments	Allow Exporting Data AND View Assignments
Export the Assignments List Web	Allow Exporting Data AND View Assignments	Allow Exporting Data AND View Assignments	Allow Exporting Data AND View Assignments
Export the Availability Look-Ahead Report Web	Allow Exporting Data	Allow Exporting Data	Allow Exporting Data
Export the People List Web	Allow Exporting Data AND View People	Allow Exporting Data AND View People	Allow Exporting Data AND View People
Export the Project List Web	View People Time Off AND Allow Exporting Data	View People Time Off AND Allow Exporting Data	View People Time Off AND Allow Exporting Data
Export the Tags Requiring Action Report Web	Allow Exporting Data	Allow Exporting Data	Allow Exporting Data
Export the Time Off List Web	Allow Exporting Data AND View People Time Off	Allow Exporting Data AND View People Time Off	Allow Exporting Data AND View People Time Off
Export the Totals Dashboard Web	Allow Exporting Data	Allow Exporting Data	Allow Exporting Data
Export the Workforce Report Web	Allow Exporting Data	Allow Exporting Data	Allow Exporting Data
Export the Resource Request List Web	Allow Exporting Data AND View Requests	Allow Exporting Data AND View Requests	Allow Exporting Data AND View Requests
Fill a Resource Request Web\| iOS	View Requests	View Requests	View Requests	To send assignment alerts to assignees, you also need the granular permission to 'Create/Edit/Delete Alerts'. Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled.
Import Resource Planning Data Web
Manage Archived Messages for Resource Planning Web
Manage Your Inbox for Resource Planning Web
Receive Messages Sent from Resource Planning via Email				No permissions necessary. However, people must have the Enable Email checkbox selected, and an Email Address entered in their personal information on the People List.
Receive Messages Sent from Resource Planning via Email				People must have the Enable SMS checkbox selected, and a Phone Number entered in their personal information on the People List.
Remove Wage Overrides in Resource Planning Web	Edit Project Wage Overrides	Edit Project Wage Overrides	Edit Project Wage Overrides
Respond to Assignment Alerts for Resource Planning Web				To receive alerts via email, recipients must have the 'Enable Email' checkbox selected, and an 'Email Address' entered on their Resource Planning profile. To receive alerts via SMS, recipients must have the 'Enable SMS' checkbox selected, and a 'Phone Number' entered on their Resource Planning profile. To receive alerts through the Resource Planning/LaborChart mobile app, recipients must have the 'Enable Mobile Notifications' checkbox marked on their Resource Planning profile.
Respond to a Resource Planning Message Web	Create Messages	Create Messages	Create Messages
Search and Filter the Assignments Gantt Web	Access to Gantt Page	Access to Gantt Page	Access to Gantt Page
Search, Sort and Filter the Resource Assignments List Web	View Assignments	View Assignments	View Assignments
Search and Filter the Totals Dashboard Web	Access to Totals Page	Access to Totals Page	Access to Totals Page
Search, Sort, and Filter People on the Assignments Boards Web	View Assignments	View Assignments	View Assignments
Search, Sort, and Filter Projects on the Assignments Boards Web	View Assignments	View Assignments	View Assignments
Search, Sort, and Filter the People List Web	View People	View People	View People
Search, Sort, and Filter the Project List Web	View People Time Off	View People Time Off	View People Time Off
Search, Sort, and Filter the Time Off List Web	View People Time Off	View People Time Off	View People Time Off
Search, Sort, and Filter the Resource Requests List Web	View Requests	View Requests	v View Requests
Send Assignment Alerts in Resource Planning Web	Create/ Edit/ Delete Alerts	Create/ Edit/ Delete Alerts	Create/ Edit/ Delete Alerts
Send a Message for Resource Planning Web	Create Messages	Create Messages	Create Messages
Set Up Your SMS and Email Signature in Resource Planning Web
Shift Project Dates Web	Edit Project Details	Edit Project Details	Edit Project Details
Split a Resource Assignment Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Unassign a Resource Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
View Activity about a Person in Resource Planning Web	View People Activity	View People Activity	View People Activity
View Activity about a Project in Resource Planning Web	View Project Activity	View Project Activity	View Project Activity
View and Configure the Project Labor Graph Web	View Projects	View Projects	View Projects
View Assignment Alerts for Resource Planning Web	View Alerts	View Alerts	View Alerts
View Attachments for People in Resource Planning Web	View People Attachments	View People Attachments	View People Attachments
View Attachments for Projects in Resource Planning Web	View Projects Attachments	View Projects Attachments	View Projects Attachments
View Messages for Resource Planning Web				To see messages in Resource Planning, the message must have been sent with the 'Shared' checkbox marked.
View Notifications in Resource Planning Web
View People Details in Resource Planning Web	View People	View People	View People
View Read Receipts for Messages for Resource Planning Web				To see messages in Resource Planning, the message must have been sent with the 'Shared' checkbox marked.
View Sensitive Sensitive Custom Fields for People in Resource Planning Web	View People Sensitive Fields	View People Sensitive Fields	View People Sensitive Fields
View Sensitive Sensitive Custom Fields for Projects in Resource Planning Web	View Project Sensitive Fields	View Project Sensitive Fields	View Project Sensitive Fields
View Tag Attachments for Projects Web	View People Attachments	View People Attachments	View People Attachments
View Time Off in Resource Planning Web	View People Time Off	View People Time Off	View People Time Off
View the Activity Dashboard Web	View People Activity AND/OR View Project Activity	View People Activity AND/OR View Project Activity	View People Activity AND/OR View Project Activity
View the Assignments Boards Web	View Assignments	View Assignments	View Assignments
View the Assignments Gantt Web	View Assignments AND Access to Gantt page	View Assignments AND Access to Gantt page	View Assignments AND Access to Gantt page
View the Map Dashboard Web	Access to Map Page	Access to Map Page	Access to Map Page
View the People List Web	View People	View People	View People
View the Projects List Web	View People Time Off	View People Time Off	View People Time Off
View the Time Off List Web	View People Time Off	View People Time Off	View People Time Off
View the Totals Dashboard Web	Access to Totals Page	Access to Totals Page	Access to Totals Page
View the Resource Assignments List Web\| iOS\| Android	View Assignments	View Assignments	View Assignments
View Resource Requests Web\| iOS	View Requests	View Requests	View Requests	Currently, for users to view requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled.
View Wage Overrides in Resource Planning Web	View Project Wage Overrides	View Project Wage Overrides	View Project Wage Overrides
View Your Assignments on the Procore Mobile App iOS\| Android

Below are the notable changes to the Company level Resource Planning tool.

Recent Changes

New Assignments Tab when Viewing People Details (06/16/2026)

When you open a person’s profile from the People list in Resource Planning, a new Assignments tab shows their past and upcoming assignments in one place—their full assignment history at the company level. You can also create a new assignment from that profile, so you can place people on work while you are already reviewing who they are and what they have been assigned to. To learn more, see View People Details in Resource Planning.

Automapping Projects (11/03/2025)

Projects are now automatically linked between Resource Planning and the Portfolio tool when unique project numbers match in both tools. This allows customers without data syncing enabled to access Resource Planning information in 360 Reporting and be eligible for future beta programs. See What is data linking for Resource Planning?

Resource Planning Gantt Supported Languages (10/02/2025)

The Resource Planning Gantt (Beta) now supports all languages and currencies in Procore. See What languages are available in Procore?

Manage Resource Planning Data from the Company Directory (09/24/2025)

You can now manage people's Resource Planning information from the Company Directory, including adding them to the Resource Planning tool. This allows you to see all people information in one centralized place, reducing confusion and decreasing double data entry. See Edit People Information for Resource Planning.

Improved Resource Planning to Directory Sync (04/22/2025)

When data syncs are enabled, users created in Resource Planning now automatically added to your company in the Company level Directory. Previously, users were not associated with a company in the Company level Directory. See Add People to Resource Planning.

'Other' Time Off Selection (05/02/2025)

Procore restored the ability to select ‘Other’ as a reason when specifying time off in Resource Planning. This update enables customers to capture and report specific details for time off, enhancing the ability to manage and analyze important information. See Create Time Off in Resource Planning.

Project Stage Visibility (04/17/2025)

Job stage, configured in the project’s Admin tool, is now visible in Resource Planning when data syncs are enabled. You can view the job stage from the Project Details, add the column on the Project List, and filter on the New Assignments Gantt. See Change a Project's Stage of Construction, Configure View for the Projects List, and Search, Sort, and Filter the Assignments Gantt.

Include Instructions and Scope of Work in Assignment Alerts (04/08/2025)

When sending assignment alerts, you can now include the Assignment Instructions and Scope of Work in the assignment alert. See Configure Default Assignment Alerts and Create Custom Assignment Alerts.

Resource Planning Connects with Timesheets (03/18/2025)

Procore has integrated employees scheduled through Resource Planning into the Timesheets creation process. When creating timesheets for people with resource assignments, their start and stop times are automatically filled in based on their assignment in Resource Planning. See Create a Timesheet.

Automatically end Assignments for Inactive or Deleted Users (02/18/2025)

When a user is deleted or marked as 'Inactive', their assignments are automatically ended on the date their user status changes. Any future assignments for that user are archived. See Deactivate People in Resource Planning and Delete People in Resource Planning.

New Layout and Columns for People List/Details in Resource Planning (02/13/2025)

The People List page has an updated layout. Users can see People details without having to navigate away and return to the list page. Easily configure and apply filters, bulk update information, and sort every column of data. Additional columns have been added to identify who is available for assignments, and any upcoming assignments for a resource, providing greater insight into utilization. See View the People List.

Workforce Planning is now REsource Planning (01/07/2025)

In November of 2024, Procore announced Resource Management, the industry’s first complete labor, equipment, and materials solution, designed to streamline how users manage resources across the entire portfolio. With Resource Management, construction businesses can plan, track, and forecast labor, equipment, and materials seamlessly from one unified platform. To align with this new initiative, 'Workforce Planning' is now 'Resource Planning'.

New Connection with the Project Directory (10/14/2024)

Users who are given resource assignments using the new Assignment and Request modal are automatically added to the project in the Procore Directory. See Create an Assignment.

New Assignment and Request Modal (10/11/2024)

A new modal is available when creating or editing requests in the New Assignments Gantt, or when you assignments and requests for new projects. See Create a Request, Create an Assignment, Edit a Request, and Edit an Assignment.

New Layout for the Project List (09/05/2024)

The Project List page has an updated layout. The new layout is faster and requires fewer clicks to take action. See the 'Manage Projects' section in Resource Planning User Guide.

Create a Labor Plan (07/11/2024)

Creating a labor plan helps to visualize you labor and forecasting needs, and allows you to simplify project setup by bulk creating resource requests. You can create a labor plan from the Project Details and Assignments Gantt. After you have created your labor plan and filled your resource requests, you can make adjustments to your plan by shifting your project or using the Assignments Gantt. See Create a Labor Plan.

Support for Tags from System of Record (06/05/2024)

Tags for people and projects are supported when passing data from your system of record to Resource Planning. See Resource Planning Data Mapping.

Read Receipts for Messages sent in Resource Planning (06/03/2024)

Read receipts are available for messages sent to an individual in Resource Planning. To be marked as 'Read', the message needs to be opened by the recipient either on the Procore web app, or LaborChart mobile app. See View Read Receipts for Messages.

Faster Project Sync for Resource Planning(05/30/2024)

For companies that have Resource Planning as the system of record for project data, data syncing to the Portfolio tool is now immediate. When you make updates in the Project List in the Resource Planning tool, data will sync immediately to the company's Portfolio tool. On average, syncs will take less than one minute. Previously, data synced once every hour. See What is Data Syncing in Resource Planning?

Faster People Sync for resource Planning (05/28/2024)

When you make updates in the People List in the Resource Planning tool, data will sync immediately to the company's Directory tool. On average, syncs will take less than one minute. Previously, data synced once every hour. See What is Data Syncing in Resource Planning?

New Layout for Time Off List (05/06/2024)

The Time Off List has a new layout. The new layout is faster, requires fewer clicks to take action, and includes improved sorting and filtering. See the 'Time Off' section in Resource Planning User Guide.

New Side-by-Side Layout on the Assignment Boards (04/30/2024)

You can now configure your Assignment Boards to show projects in two columns, increasing the number of projects you can see on the page. See View the Assignment Boards.

Custom Fields on the Totals Page (04/04/2024)

You can now filter by custom fields on for people on the Totals Dashboard. This change gives you greater flexibility when viewing your assignments and requests on the Totals Dashboard. See Search and Filter the Totals Dashboard.

View Synced People and Projects (02/28/2024)

On the People and Project List, you can now add a column to see what people and projects are synced to Procore. The 'Linked to Project Directory' or 'Linked to Procore Project' are visible when configuring your column view for those pages. See View the People List and Configure View for the Projects List.

Shift Project Dates for a Future Project (02/01/2024)

Resource Planning gives you the ability to edit future active or pending projects that are delayed or will begin sooner than planned. When using the Shift Project option, you can enter the new start date and any associated assignments and requests are shifted by the same duration and in the same direction in time. See Shift Project Dates.

Resource Planning

Resource Planning

Settings

Tip

Communications

Dashboards

Reports

Tip

Prepare Data for Import to the Resource Planning Tool

Create a Resource Assignment

Create a Resource Request

Manage Alerts

Manage Messages

Manage People

Manage Projects

Manage Time Off

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Workforce Assignment

Create a Workforce Request

Manage People

Prepare Data for Import to the Workforce Planning Tool

Manage Projects

Manage Time Off

Resource Planning

Permissions

Important

Recent Changes

New Assignments Tab when Viewing People Details (06/16/2026)

Automapping Projects (11/03/2025)

Resource Planning Gantt Supported Languages (10/02/2025)

Manage Resource Planning Data from the Company Directory (09/24/2025)

Improved Resource Planning to Directory Sync (04/22/2025)

'Other' Time Off Selection (05/02/2025)

Project Stage Visibility (04/17/2025)

Include Instructions and Scope of Work in Assignment Alerts (04/08/2025)

Resource Planning Connects with Timesheets (03/18/2025)

Automatically end Assignments for Inactive or Deleted Users (02/18/2025)

New Layout and Columns for People List/Details in Resource Planning (02/13/2025)

Workforce Planning is now REsource Planning (01/07/2025)

New Connection with the Project Directory (10/14/2024)

New Assignment and Request Modal (10/11/2024)

New Layout for the Project List (09/05/2024)

Create a Labor Plan (07/11/2024)

Support for Tags from System of Record (06/05/2024)

Read Receipts for Messages sent in Resource Planning (06/03/2024)

Faster Project Sync for Resource Planning(05/30/2024)

Faster People Sync for resource Planning (05/28/2024)

New Layout for Time Off List (05/06/2024)

New Side-by-Side Layout on the Assignment Boards (04/30/2024)

Custom Fields on the Totals Page (04/04/2024)

View Synced People and Projects (02/28/2024)

Shift Project Dates for a Future Project (02/01/2024)